Bradley Professional is currently seeking a Paraplanner for their client located in Greensboro, NC.
This individual is responsible for working with Financial Advisors to interpret data, input data and analyze and run reports in Financial Planning software. Candidates must be detail oriented, able to prioritize multiple tasks and projects, have proficiency in MS Office and have a strong work ethic.
Responsibilities
Financial Plan Preparation
Financial Planning Services
Client Follow Up
Investment review preparation
Special Projects.
Requirements for Success
Strong communication skills
Attention to Detail and excellent organization skills
Accuracy
Ability to multi task
Computer Savvy specifically with Mac products and MS Office Suite